Google Is Selling Shovels to the AI Gold Rush. That’s Why It’s Winning.
While everyone obsesses over consumer AI chatbots, Google just proved the real money is in enterprise cloud infrastructure. Their quarterly revenue beat wasn’t driven by hype—it was driven by companies paying for the picks and shovels of the AI gold rush. The narrative that AI will disrupt Google is wrong. Google is the landlord, and every AI builder is paying rent.